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Stratos Investment Management’s Coca-Cola KO Stock Holding History

Stratos Investment Management’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.39M Buy
41,741
+1,899
+5% +$150K 0.12% 110
2026
Q1 		$3.03M Buy
39,842
+3,169
+9% +$240K 0.12% 108
2025
Q4 		$2.56M Buy
36,673
+4,295
+13% +$299K 0.1% 116
2025
Q3 		$2.15M Sell
32,378
-193
-0.6% -$13.3K 0.09% 132
2025
Q2 		$2.3M Buy
32,571
+2,655
+9% +$189K 0.11% 129
2025
Q1 		$2.14M Buy
29,916
+5,886
+24% +$393K 0.11% 118
2024
Q4 		$1.5M Sell
24,030
-683
-3% -$44.6K 0.09% 115
2024
Q3 		$1.78M Sell
24,713
-5,977
-19% -$409K 0.12% 105
2024
Q2 		$1.95M Buy
30,690
+2,150
+8% +$133K 0.16% 101
2024
Q1 		$1.75M Sell
28,540
-2,511
-8% -$151K 0.17% 95
2023
Q4 		$1.83M Buy
31,051
+194
+0.6% +$11K 0.22% 87
2023
Q3 		$1.73M Buy
30,857
+2,408
+8% +$144K 0.26% 78
2023
Q2 		$1.71M Buy
28,449
+2,341
+9% +$146K 0.26% 76
2023
Q1 		$1.62M Buy
26,108
+691
+3% +$41.8K 0.27% 76
2022
Q4 		$1.62M Sell
25,417
-1,401
-5% -$84.6K 0.29% 78
2022
Q3 		$1.5M Sell
26,818
-1,844
-6% -$115K 0.3% 76
2022
Q2 		$1.8M Buy
28,662
+545
+2% +$34.5K 0.34% 72
2022
Q1 		$1.74M Buy
28,117
+3,159
+13% +$192K 0.29% 76
2021
Q4 		$1.48M Buy
24,958
+421
+2% +$23.4K 0.23% 85
2021
Q3 		$1.29M Buy
24,537
+6,317
+35% +$352K 0.22% 88
2021
Q2 		$986K Buy
18,220
+2,767
+18% +$151K 0.27% 72
2021
Q1 		$815K Sell
15,453
-4,287
-22% -$216K 0.26% 75
2020
Q4 		$1.08M Buy
19,740
+598
+3% +$30.9K 0.34% 71
2020
Q3 		$945K Buy
19,142
+1,934
+11% +$93K 0.34% 69
2020
Q2 		$769K Buy
17,208
+8,144
+90% +$375K 0.33% 66
2020
Q1 		$401K Buy
+9,064
New +$490K 0.21% 77

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stratos Investment Management's KO Position: Q2 2026 in Review

Stratos Investment Management increased its Coca-Cola (KO) stake by 4.8% in Q2 2026, buying an estimated $150K and bringing the position to 41,741 shares worth $3.39M. The position accounts for 0.12% of the portfolio, ranked #110.

Stratos Investment Management first reported a position in KO in Q1 2020 and has held it in 26 quarters since. 3,649 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Stratos Investment Management held 41,741 shares of Coca-Cola worth $3.39M as of Q2 2026.
  • Stratos Investment Management bought 1,899 Coca-Cola shares in Q2 2026, an estimated $150K.
  • Coca-Cola made up 0.12% of Stratos Investment Management's portfolio in Q2 2026, its #110 holding.
  • Stratos Investment Management first reported a position in Coca-Cola in Q1 2020 and has held it in 26 quarters since.
  • 3,649 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.